Invite your team

Invite people by email. Each person gets a link, sets up their sign-in and joins your workspace with the role you picked.

Before you start

• You need to be an owner or admin. Members don't see the invite controls.

Things to know

• An invitation can make someone a Member or an Admin:
  • Member: uses the workspace day to day. Can't invite people or change workspace settings.
  • Admin: everything a member can do, plus inviting, removing and re-roling teammates.
• To make someone an owner, invite them as an admin, then transfer ownership. See Roles & permissions.
• Every person you invite takes a seat, and pending invitations count too. The Free plan allows up to 3 people. Paid plans go up to 50 people self-serve.
• If you're at your limit, the invitation is refused with a message that says how many seats you're using. See Plans & billing.

Invite people

1. Go to Settings > Members.
2. Click Invite members.
3. Type one or more email addresses. Separate them with commas.
4. Pick a role. The line under the form says what that role can do.
5. Click Invite.

You can also open the same form from Invite members at the bottom of the icon bar, or from the Invitations tab under Invite by email.

Manage pending invitations

1. Go to Settings > Members.
2. Click the Invitations tab.

Each pending invitation shows its role and when it expires. The icons at the end of each row let you:

• Resend the invitation email.
• Delete the invitation. The link stops working.
• Copy the invite link, to send it yourself. This icon shows only when Invite by link is on in Settings > Security.

Add colleagues to People at the same time

If the Team module is on, Settings > Members shows Add person. It adds the person to Team > People and sends their invitation at the same time.

Related

• Roles & permissions
• Security settings
• Join a team workspace
• Plans & billing